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Ready For Retirement

What Investments Should I Own in My Retirement Portfolio?

Ready For Retirement

James Conole, CFP®

Investment Planning, Bonds, Education, Stocks, Cash, Business, Dividend Investing, Retirement Planning, Retirement, Investing, Tax Planning

5706 Ratings

🗓️ 6 December 2022

⏱️ 31 minutes

🧾️ Download transcript

Summary

In this episode of Ready for Retirement, James discusses what investments you should own in your retirement portfolio? Questions Answered: What are the best investments to provide income throughout retirement?What are the best strategies to maximize income?How can your overall retirement strategy be improved?Timestamps: 00:00 - Introduction 5:05 - Stock Ownership 12:15 - Company FAQs 19:55 - Just Need S&P 500? 26:03 - Safe Investments? 29:09 - How Much Do You Need? Check out a...

Transcript

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0:00.0

Discover the tips and strategies that will help you achieve your retirement goals.

0:09.3

I'm your host, James Canole, and this is the podcast dedicated to helping you retire well.

0:14.3

It all starts right here on Ready for Retirement. for retirement.

0:29.6

Hi, everyone, and welcome back to another episode of Ready for Retirement.

0:30.9

I'm your host, James Cannell.

0:34.5

On today's episode, we're going to be talking about what investments you should be owning within your retirement portfolio because you've probably

0:37.7

heard me and you've probably heard many people talk about large cap and small cap and international

0:42.2

and domestic and bonds and stocks and real estate. And at some point, you want to know what does all

0:47.1

that actually mean? I get conceptually there are different types of investments, but what types

0:51.9

of investments are they really? And how do each of these investments

0:54.5

play with one another or interact with one another? And that's what we're going to discuss on

0:58.5

today's episode. In today's episode was brought to me by a listener named Craig. And Craig said

1:04.2

this. He said, hi, James, I'm 59 and a half years old. I had a major surgery this past June of

1:09.3

2022, which got me thinking about retirement.

1:12.5

I found your podcast on Spotify and started listening to them from the beginning, and wow,

1:16.6

they are very informative. Easy to follow information that gave me comfort regarding my

1:20.5

retirement planning, so thank you. I have a good general knowledge of stock types, but I was wondering

1:25.3

if you would give us a basic education on the different types of stocks and funds, i.e. mid cap, small cap, large cap, growth, value,

1:33.9

dividend, blue chip, et cetera. Your education is helping a lot of us understand how to live well.

1:40.0

Thank you, Craig. All right. Well, thank you, Craig, for that question. I hope the surgery went well, and I'm glad to hear that you found the podcast,

1:46.7

and then it has been helpful.

1:48.3

And this would be a wonderful thing to talk about, so we'll do just that on today's episode.

...

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